3 Min Read |
- China Internet, autos, Korean cosmetics makers among 2019 bets
- Cortesi says MSCI Asia index ex-Japan may rally 20% next year
In June, Jian Shi Cortesi said she sold Chinese Internet companies as the sector’s valuation had reflected earnings-growth optimism. The MSCI China Information Technology Index had already started its descent, and has lost more than 30 percent since its January peak.
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Updated July 2021